Leadership
Reporting structure
78 people mapped
Rafael LoureiroChief Executive OfficerCEO
Dan BoltonChief Marketing OfficerExecutive- +17 reports →
Justin HurlburtSVP Revenue Operations & StrategyExecutive - +4 reports →
Anna ReadeVP of Brand & CommunicationsExecutive - +1 report →
James SchoenDirector of Product MarketingExecutive 
Thomas KopelmanHead of CommunityExecutive
Ada Williams, CFP®SVP MD, Strategic Accounts and Business StrategyExecutive
Lauren KleinHead of Institutional PartnershipsExecutive
Danny LohrfinkCo-Founder & Chief Product OfficerExecutive- +6 reports →
Nicole McMullinSVP of ProductExecutive - +1 report →
Doug GainousVice President of Product Design and UXExecutive 
David Thompson, CAIAVice President of Product StrategyExecutive
Anne RhodesChief Legal OfficerExecutive- +3 reports →
Alaina LacterVP of LegalExecutive 
Nicole De Los ReyesLegal Operations Manager
Kyle Pounder, PhDChief Technology OfficerExecutive- +18 reports →
Bogdan IlisieVice President of EngineeringExecutive - +3 reports →
Seungwoo SonVP of Applied AIExecutive
Brittney CullenVP of HRExecutive
Eugene Sychevskiy, MIOPManager, Talent Acquisition
Tim WhiteCo-Founder & Chief Growth OfficerExecutive
57 more people are mapped in the full chart.
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About Wealth.com's team
Wealth.com is a Series b-stage Financial Services company based in Tempe, Arizona, United States with roughly 51-200 employees. Wealth.com's team spans 16 in engineering, 11 in sales, 7 in marketing, 5 in data & analytics and 4 in customer success. Wealth.com is led by Rafael Loureiro, Chief Executive Officer, alongside Tim White (Co-Founder & Chief Growth Officer), Danny Lohrfink (Co-Founder & Chief Product Officer), Dan Bolton (Chief Marketing Officer), Kyle Pounder, PhD (Chief Technology Officer), Anne Rhodes (Chief Legal Officer) and Matthew Guimbarda (Chief Financial Officer).
Everyone we've mapped at Wealth.com
78 people, leadership first.
- Ada Williams, CFP®SVP MD, Strategic Accounts and Business StrategyExec
- Alaina LacterVP of LegalExec
- Andy MillerDirector of Key AccountsExec
- Anna ReadeVP of Brand & CommunicationsExec
- Anne RhodesChief Legal OfficerExec
- Bogdan IlisieVice President of EngineeringExec
- Brittney CullenVP of HRExec
- Charlotte YoungDirector, Product Experience and EnablementExec
- Dan BoltonChief Marketing OfficerExec
- Danny LohrfinkCo-Founder & Chief Product OfficerExec
- Darshan B.Director of DevOpsExec
- David Thompson, CAIAVice President of Product StrategyExec
- Doug GainousVice President of Product Design and UXExec
- James SchoenDirector of Product MarketingExec
- Jessica BurkDirector of Events and ExperiencesExec
- Justin HurlburtSVP Revenue Operations & StrategyExec
- Kyle Pounder, PhDChief Technology OfficerExec
- Lauren KleinHead of Institutional PartnershipsExec
- Lisa WeigelSenior Counsel, Strategic Growth DirectorExec
- Matthew GuimbardaChief Financial OfficerExec
- Nicole McMullinSVP of ProductExec
- Rafael LoureiroChief Executive OfficerExec
- Rick DingerRegional Vice President of SalesExec
- Sarah Tucker (Dougherty)Head of Account ManagementExec
- Seungwoo SonVP of Applied AIExec
- Thomas KopelmanHead of CommunityExec
- Tim WhiteCo-Founder & Chief Growth OfficerExec
- Aaron CohenProduct
- Aiden DrepaniotisSoftware Engineer Intern
- Alex RogersProduct Marketing Manager
- Alex W.Strategic Accounts Onboarding Manager
- Alina DulchevskySoftware Engineer
- Anupam PatilApplied Scientist- AI/ML
- Becky DeMarcoAccount Manager
- Ben B.Software Engineer
- Brian KaletaAccount Executive
- Bryce Kuzman, CFAProduct Manager
- Christin MarescaManager, Sales Operations
- Delaney KottkeOnboarding Specialist
- Derek EmbryProduct Designer
- Eleanor JacobsProduct
- Eliana SchreppelAccount Manager
- Erin KirkwoodSr. Customer Success Manager
- Eugene Sychevskiy, MIOPManager, Talent Acquisition
- Eva DenizEnterprise Sales Manager
- Gabe GonzalezRegional Sales Manager - Southeast
- Gabriela CarvalhoSr. Manager, Channel Marketing
- Grace BryanSr. Manager, Brand & Communications
- Gurkan TuncerQuality Assurance Analyst
- Gus MerrellProduct
- Hender LinApplied Scientist, Applied AI
- Jamal DabasSoftware Engineer II
- Jiahao LiSoftware Engineer
- John HallinanSenior Regional Sales Manager
- Jose MadrigalSoftware Engineer
- Josh PattonEngineering Manager
- Julia ApplegateSr. Manager, Demand Generation
- Kevin CuiSoftware Engineer Intern
- Laura Cristobal BoyerSenior Product Manager
- Lea WittClient Success Manager
- Maciej SwieradSenior DevOps Engineer
- Manjit Kaur T.Client Support Manager
- Matthew CurtisAccount Manager
- Michael S. VernonEstate Planning Attorney
- Nadine LoureiroMarketing Operations Coordinator
- Ned D.Data & Analytics
- Nicole De Los ReyesLegal Operations Manager
- Norman A.Senior Software Engineer
- Regina GonzalezAssociate Counsel for Estate Planning
- Rey M. JulianEnterprise Sales Manager
- Roger RomeroEnterprise Sales Manager
- Shahzaib ArshadSenior Software Engineer
- Shradha SharmaSoftware Engineer
- Sofia Mitsuyuki de MenezesSoftware Engineer Intern
- Sophie NikolaishviliQuality Assurance Analyst
- Taylor HaydukEngineering Manager
- Venkatesh MuthusamyApplied Science
- Zach NickersonInformation Technology Support Engineer
Frequently asked questions about Wealth.com
What does Wealth.com do?
Wealth.com is a Series b-stage Financial Services company based in Tempe, Arizona, United States with roughly 51-200 employees. Wealth.com's team spans 16 in engineering, 11 in sales, 7 in marketing, 5 in data & analytics and 4 in customer success. Wealth.com is led by Rafael Loureiro, Chief Executive Officer, alongside Tim White (Co-Founder & Chief Growth Officer), Danny Lohrfink (Co-Founder & Chief Product Officer), Dan Bolton (Chief Marketing Officer), Kyle Pounder, PhD (Chief Technology Officer), Anne Rhodes (Chief Legal Officer) and Matthew Guimbarda (Chief Financial Officer).
Who is the CEO of Wealth.com?
Rafael Loureiro is the CEO of Wealth.com, serving as Chief Executive Officer. Rafael Loureiro leads the company and its executive team.
Who is on the leadership team at Wealth.com?
Wealth.com's leadership team is led by Rafael Loureiro (Chief Executive Officer) and includes Tim White (Co-Founder & Chief Growth Officer), Danny Lohrfink (Co-Founder & Chief Product Officer), Dan Bolton (Chief Marketing Officer), Kyle Pounder, PhD (Chief Technology Officer), Anne Rhodes (Chief Legal Officer), Matthew Guimbarda (Chief Financial Officer). Each runs a function within the company.
How is Wealth.com's team structured?
Wealth.com's team spans 16 in engineering, 11 in sales, 7 in marketing, 5 in data & analytics and 4 in customer success. Each department reports up to the leadership team, as shown in the org chart above.
How big is the engineering team at Wealth.com?
Wealth.com's engineering team has 16 people, making it the largest team at Wealth.com.
How big is the sales team at Wealth.com?
Wealth.com's sales team has 11 people, making it the second-largest team at Wealth.com.
How big is the marketing team at Wealth.com?
Wealth.com's marketing team has 7 people, making it the third-largest team at Wealth.com.
How many employees does Wealth.com have?
Wealth.com has 78 employees, of which 16 work in engineering, 11 in sales, 7 in marketing, 5 in data & analytics and 4 in customer success.
Where is Wealth.com headquartered?
Wealth.com is headquartered in Tempe, Arizona, United States.
What funding stage is Wealth.com at?
Wealth.com is a Series b-stage company operating in Financial Services.
How do I update or remove a profile on this page?
To correct or remove a profile from Wealth.com's page, email info@insideorg.com with the name and page link. Verified requests are processed within a few business days.
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Reach the team at Wealth.com
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